EdgeMarket › What Arvest Investments, Inc. reported owning
What Arvest Investments, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
733.4MPositions
199Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VEA Vanguard FTSE Developed Markets ETF | 57.7M | 7.9% | 900.3K | 73.42 | +24.7% |
| RSP Invesco S&P 500 Equal Weight ETF | 50.1M | 6.8% | 261.0K | 221.67 | +18.8% |
| GIGB Goldman Sachs Access Investment Grade Corporat | 34.2M | 4.7% | 745.6K | 44.88 | -2.6% |
| JMBS Janus Henderson Mortgage-Backed Securities ETF | 27.3M | 3.7% | 604.3K | 44.37 | -1.2% |
| IVV iShares Core S&P 500 ETF | 24.5M | 3.3% | 37.5K | 769.31 | +20.0% |
| CMBS iShares CMBS Bond ETF | 22.7M | 3.1% | 465.1K | 48.33 | -1.0% |
| MBB iShares MBS ETF | 20.9M | 2.8% | 219.9K | 93.12 | -0.6% |
| VWO Vanguard FTSE Emerging Markets ETF | 20.6M | 2.8% | 380.9K | 60.45 | +17.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 20.4M | 2.8% | 110.9K | 208.64 | +21.9% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 18.7M | 2.6% | 149.5K | 146.19 | +16.7% |
| GEM Goldman Sachs ActiveBeta Emerging Markets Equi | 18.0M | 2.5% | 416.2K | 51.19 | +33.3% |
| IEF iShares 7-10 Year Treasury Bond ETF | 17.8M | 2.4% | 186.9K | 92.82 | -2.8% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 15.5M | 2.1% | 71.1K | 249.18 | +22.7% |
| TPYP Tortoise North American Pipeline ETF | 14.6M | 2.0% | 344.0K | 42.80 | +20.7% |
| EIPI FT Energy Income Partners Enhanced Income ETF | 13.8M | 1.9% | 615.2K | 22.51 | +13.7% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 12.3M | 1.7% | 47.9K | 305.46 | +7.4% |
| TLH iShares 10-20 Year Treasury Bond ETF | 12.0M | 1.6% | 119.5K | 96.69 | -4.0% |
| IEI iShares 3-7 Year Treasury Bond ETF | 11.2M | 1.5% | 94.1K | 116.41 | -2.1% |
| FTGC First Trust Global Tactical Commodity Strategy | 10.8M | 1.5% | 376.7K | 30.55 | +22.4% |
| EFA iShares MSCI EAFE ETF | 9.6M | 1.3% | 98.8K | 108.24 | +17.1% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 9.6M | 1.3% | 15.5K | 699.60 | +20.6% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 9.2M | 1.3% | 120.6K | 90.13 | +20.1% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 8.9M | 1.2% | 29.5K | 358.65 | +26.5% |
| AGZ iShares Agency Bond ETF | 8.6M | 1.2% | 78.4K | 108.45 | -1.1% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 7.8M | 1.1% | 197.8K | 43.87 | +18.6% |
| GOOGL Alphabet Inc. | 7.4M | 1.0% | 25.9K | 344.82 | +73.0% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 7.4M | 1.0% | 94.6K | 86.60 | +14.8% |
| FLJP Franklin FTSE Japan ETF | 7.2M | 1.0% | 198.3K | 40.60 | +18.4% |
| JPM JPMORGAN CHASE & CO | 7.0M | 1.0% | 23.8K | 351.58 | +20.3% |
| AAPL Apple Inc. | 7.0M | 1.0% | 27.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 7.0M | 1.0% | 18.8K | 483.24 | -4.4% |
| SCHP Schwab U.S. TIPS ETF | 6.9M | 0.9% | 259.4K | 25.96 | -2.7% |
| RDVY First Trust Rising Dividend Achievers ETF | 6.3M | 0.9% | 92.0K | 81.95 | +26.6% |
| AMZN AMAZON COM INC | 6.1M | 0.8% | 29.1K | 258.63 | +15.6% |
| XTWO BondBloxx Bloomberg Two Year Target Duration U | 6.0M | 0.8% | 122.0K | 48.86 | -1.2% |
| WMT Walmart Inc. | 6.0M | 0.8% | 48.3K | 103.70 | +1.1% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 6.0M | 0.8% | 72.3K | 81.05 | -2.5% |
| IDV iShares International Select Dividend ETF | 5.1M | 0.7% | 119.9K | 45.09 | +22.4% |
| SPHY State Street SPDR Portfolio High Yield Bond ET | 5.0M | 0.7% | 212.6K | 23.30 | -1.6% |
| NVDA NVIDIA CORP | 4.8M | 0.7% | 27.4K | 214.72 | +22.4% |
| AIQ Global X Artificial Intelligence & Technology | 4.8M | 0.7% | 102.4K | 63.43 | +43.7% |
| VNQI Vanguard Global ex-U.S. Real Estate ETF | 4.5M | 0.6% | 101.7K | 45.71 | -3.8% |
| IGV iShares Expanded Tech-Software Sector ETF | 4.4M | 0.6% | 54.7K | 103.37 | -2.8% |
| VGSH Vanguard Short-Term Treasury ETF | 4.4M | 0.6% | 74.7K | 58.13 | -0.9% |
| IVW iShares S&P 500 Growth ETF | 4.4M | 0.6% | 38.6K | 138.83 | +22.2% |
| AIRR First Trust RBA American Industrial Renaissanc | 4.2M | 0.6% | 38.0K | 115.27 | +29.4% |
| XOM ExxonMobil Holdings Corp | 4.2M | 0.6% | 24.6K | 165.11 | +52.1% |
| IMVP Invesco India ETF | 4.1M | 0.6% | 197.8K | 20.03 | -23.2% |
| MRK Merck & Co., Inc. | 3.4M | 0.5% | 28.6K | 152.55 | +80.2% |
| LITP Sprott Lithium Miners ETF | 3.4M | 0.5% | 258.4K | 12.22 | +60.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →